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Skills

  • Trend analysis expertise
  • Estate planning advisory
  • Operational improvement
  • Business Development
  • Investment planning
  • Client portfolio goal alignment
  • Client-centric solutions
  • Supervision
  • Equity market expertise
  • Communications

Work Experiences

  • Aligned client expectations with market trends.
  • Assisted clients with asset reallocation.
  • Assessed clients’ risk profiles.
  • Coached clients through succession planning.
  • Collaborated with program customers to determine their needs and deliver framework service.
  • Addressed geopolitical instability.
  • Advised on philanthropic investment strategies.
  • Advised clients on rebalancing portfolios.
  • Transported Tableau to 6 months customer locations.
  • Boosted customer satisfaction by 6%.

Summaries

  • Achieved client satisfaction.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Achieved an average portfolio revenue growth of 73% %.
  • Accomplished Associate Private Banker with over 14 years of experience.
  • Achieved net inflows of $14.
  • Achieved consistent portfolio growth of 26% over 6 years.
  • Within Banking and Financial Services, senior Associate Private Banker and outstanding performer in team leadership and client relations.
  • Advised on asset reallocation.
  • Clear understanding of team leadership and process improvement as well as cross-functional collaboration training.
  • Achieved revenue growth of 53%.

Accomplishments

  • Built and maintained client portfolios valued at over $3, consistently exceeding performance benchmarks by 53%.
  • Cross-sold banking and trust products to existing clients, leading to an additional $3 in revenue for the company.
  • Collaborated with legal and compliance teams to ensure that all wealth management strategies were aligned with category, reducing audit concerns.
  • Enhanced CRM Adobe Creative Suite database accuracy, improving client data tracking and lead nurturing by 80%.
  • Increased cross-department collaboration, facilitating faster loan approvals and boosting client satisfaction scores by 54%.
  • Collaborated with team of 15 in the development of framework.
  • Provided strategic insights on market conditions to help clients adjust portfolios, resulting in a 69% growth in assets under management.
  • Collaborated with cross-functional teams to develop tailored wealth management plans, resulting in a 46% increase in client satisfaction.
  • Mentored junior associates in portfolio management best practices, improving portfolio performance metrics by 29%.
  • Identified and successfully acquired 11 new high-net-worth clients, boosting annual revenue by $18.

Affiliations

  • Private Wealth Management Program (PWM) at metric
  • Estate and Elder Law National Association (EELNA)
  • Jaycees
  • Wealth Management Institute Boston
  • Rotary International
  • Responsible Wealth Initiative
  • International Council of Nurses
  • Multilingual Banking Professionals Forum
  • National Association of Personal Financial Advisors (NAPFA)
  • European Financial Planning Association (EFPA)

Certifications

  • Series 63 - Uniform Securities Agent License
  • CompTIA A+ Technician
  • Financial Risk Manager (FRM)
  • Accredited Estate Planner (AEP)
  • Registered Financial Planner (RFP)
  • Business Succession Planning Certification from Vantage
  • Private Banker Certification from Ironclad Systems
  • Certified Investment Management Analyst (CIMA)
  • Certified Portfolio Manager (CPM)
  • Advanced Wealth Management Program from Columbus

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